Latest Institutional Transactions on Jpmorgan Chase & CO (JPM)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-75- 1.4% |
$14.6K - $16.9K
|
5.27K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
194K+ 1.47% |
$37.9M - $43.7M
|
13.4M
$3.64B
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.56K+ 112.63% |
$499K - $575K
|
4.83K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
310+ 5.49% |
$60.4K - $69.7K
|
5.96K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-2.5K- 45.45% |
$487K - $562K
|
3K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-250- 6.23% |
$48.7K - $56.2K
|
3.76K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
214+ 2.59% |
$41.7K - $48.1K
|
8.47K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
16+ 0.57% |
$3.12K - $3.6K
|
2.8K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
290KNew |
$56.6M - $65.2M
|
290K
$78.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.7K+ 87.94% |
$1.11M - $1.28M
|
12.2K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
210K+ 13.98% |
$41M - $47.3M
|
1.72M
$465M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.4K+ 28.76% |
$1.25M - $1.44M
|
28.6K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-55.7K- 67.46% |
$10.9M - $12.5M
|
26.9K
$7.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.03K- 0.81% |
$200K - $230K
|
125K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
913+ 55.81% |
$178K - $205K
|
2.55K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-418- 0.46% |
$81.5K - $94K
|
89.8K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.5K+ 0.19% |
$2.23M - $2.58M
|
5.91M
$1.6B
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.74K+ 4.41% |
$924K - $1.07M
|
112K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-540- 4.21% |
$105K - $121K
|
12.3K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.19KNew |
$232K - $268K
|
1.19K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
13.7KNew |
$2.66M - $3.07M
|
13.7K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 0.56% |
$294K - $339K
|
272K
$73.8M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.73K- 4.04% |
$337K - $389K
|
41.1K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-930- 3.08% |
$181K - $209K
|
29.3K
$7.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.95K- 0.68% |
$379K - $437K
|
284K
$77M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.25K- 9.38% |
$439K - $506K
|
21.7K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.1K- 46.08% |
$2.74M - $3.16M
|
16.5K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
138+ 3.05% |
$26.9K - $31K
|
4.66K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
12+ 0.03% |
$2.34K - $2.7K
|
37.1K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-159- 1.28% |
$31K - $35.7K
|
12.2K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.91K- 4.6% |
$567K - $654K
|
60.3K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.75K- 2.15% |
$1.7M - $1.97M
|
398K
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-152K- 87.22% |
$29.6M - $34.2M
|
22.3K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.34K+ 2.24% |
$261K - $301K
|
60.9K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.61K+ 9.77% |
$899K - $1.04M
|
51.9K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
60+ 1.17% |
$11.7K - $13.5K
|
5.19K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-430- 23.61% |
$83.8K - $96.7K
|
1.39K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31.3K+ 3.52% |
$6.1M - $7.03M
|
920K
$249M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20+ 1.45% |
$3.9K - $4.5K
|
1.4K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
42+ 1.75% |
$8.19K - $9.44K
|
2.44K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-609- 1.84% |
$119K - $137K
|
32.4K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.28K- 1.55% |
$249K - $287K
|
81.2K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $266K
|
1.18K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.31K+ 130.48% |
$255K - $294K
|
2.31K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.96K- 1.35% |
$1.36M - $1.56M
|
510K
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.35K+ 8.77% |
$847K - $977K
|
54K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
358+ 3.39% |
$69.8K - $80.5K
|
10.9K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-805- 7.81% |
$157K - $181K
|
9.5K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-354- 2.93% |
$69K - $79.6K
|
11.7K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
3K+ 7.79% |
$585K - $674K
|
41.5K
$11.2M
|